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Name Holding Trade Value Shares
Change 		Change in
Stake
WN
4276
Williams & Novak
California
$447K -$517K -806 -51%
PFA
4277
Pathway Financial Advisors
Vermont
$447K – – –
TFP
4278
TrueWealth Financial Partners
Washington
$447K +$501K +781 New
LRWM
4279
Lord & Richards Wealth Management
Colorado
$446K +$23.1K +36 +5%
WP
4280
WealthSpring Partners
California
$445K +$25.6K +40 +5%
IFU
4281
iSAM Funds (UK)
United Kingdom
$445K +$158K +246 +46%
MLFP
4282
MPS Loria Financial Planners
Illinois
$444K +$641 +1 +0.1%
AFO
4283
Arrowroot Family Office
California
$443K +$51.3K +80 +12%
PFA
4284
Pinnacle Family Advisors
Missouri
$442K +$239K +373 +93%
CCM
4285
Charter Capital Management
Wisconsin
$442K +$4.49K +7 +0.9%
BWP
4286
BlueStem Wealth Partners
Minnesota
$442K +$107K +167 +28%
IW
4287
Imprint Wealth
South Carolina
$441K +$5.77K +9 +1%
CIS
4288
Continental Investors Services
Washington
$441K +$174K +272 +59%
AAS
4289
AdviceOne Advisory Services
Connecticut
$441K -$5.77K -9 -1%
WA
4290
Winter & Associates
Minnesota
$441K -$1.28K -2 -0.3%
EWA
4291
Elevate Wealth Advisory
Georgia
$440K +$14.1K +22 +3%
BAMG
4292
Brand Asset Management Group
Missouri
$439K +$5.13K +8 +1%
SA
4293
SAM Advisors
California
$439K +$32.7K +51 +7%
S
4294
Sachetta
Massachusetts
$439K +$129K +202 +36%
SC
4295
Solstein Capital
California
$438K – – –
FMTCOCP
4296
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$438K – – –
FA
4297
Fortis Advisors
Pennsylvania
$437K -$1.92K -3 -0.4%
CPCP
4298
Cedar Point Capital Partners
Iowa
$437K +$12.8K +20 +3%
MSCM
4299
McElhenny Sheffield Capital Management
Texas
$437K +$6.41K +10 +1%
PCFFS
4300
Pacific Center for Financial Services
California
$437K -$76.9K -120 -14%
170 171
172
173 174